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The Sound Mind Investing Funds exist to automate — and potentially that investors might find to be difficult and time-consuming to implement on their own.

BENEFITS OF DIRECT OWNERSHIP OF SMI FUNDS:

  • Professional Management of SMI Strategies
  • No Transaction Fees
  • Automatic Rebalancing Available
  • No Minimum Holding Periods for Exchanges between SMI Funds
  • Even Small Accounts have full access to the SMI Strategies
  • Free Access to SMIPlan.com
  • Free Access to Stewardship Advisors
  • Free Access to Money Market Fund
  • Link To Your Bank Account